Overview

I own a fee-based asset management intensive business with HNW or "emerging HNW" clients/families in PA, AZ, MD, GA, and MI. I currently manage an equal amount of AUM split between my direct client relationships and those client relationships managed by other advisors. My background enables me to design, build and manage individual security portfolios, which constitute over 80% of managed AUM. I am looking for advisors in the Mid-Atlantic area looking for succession/sell, or looking to merge/partner in order to grow through a greater breadth of services/products.

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